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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-08 |
Branch Locations
8711 Penrose Lane Ste. 200, Lenexa, KS 66219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 02/2020 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 02/2020 | 08/2023 |
| Renaissance Financial | Overland Park | KS | 02/2020 | Present |
| Dst Financial Systems | Lawrence | KS | 11/2018 | 04/2019 |
| Joe's Kansas City / Stehney Quarterhorses, Llc | Desoto | KS | 06/2012 | 10/2020 |
| University Of Kansas | Lawrence | KS | 08/2015 | 05/2019 |
| University Of Kansas | Lawrence | KS | 08/2017 | 12/2017 |
| Cetera Advisor Networks Llc | Overland Park | KS | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Lion Street Financial | Austin | TX | 02/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
TIP / THE INSURANCE PARTNERS POSITION: Employee NATURE: Insurance Brokerage - Fixed Life (WL, Term, UL, IUL), Disability, and Long Term Care Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/03/2025 ADDRESS: 8711 Penrose Lane, Suite 200, Lenexa KS 66219, United States DESCRIPTION: Executive Benefits pre-sale material creation, and consulting of Fixed Life, Disability and Long-Term Care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
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